Manager, Financial Planning & Analysis

Summary

World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents.

Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America.  We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions.

Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region.

Position Overview

• Lead the annual budgeting and forecasting process, ensuring accuracy and alignment with business objectives.

• Develop and maintain financial models to support strategic decision-making.

• Monitor key financial metrics, trends, and variances to provide actionable insights.

• Collaborate with business units to improve financial performance and operational efficiencies.

• Conduct deep financial analysis to support corporate strategy and growth initiatives.

• Provide financial insights to leadership for decision-making, including investment analysis and cost optimization.

• Evaluate new business opportunities, M&A prospects, and strategic partnerships from a financial standpoint.

• Lead scenario planning and sensitivity analysis to assess business risks and opportunities.

• Prepare monthly, quarterly, and annual financial reports with key performance indicators (KPIs).

• Present financial results and insights to executive leadership and stakeholders.

• Ensure timely and accurate financial reporting while identifying opportunities for process improvements.

• Work closely with accounting teams to align financial reporting and analysis.

• Foster collaboration between finance and other business functions.

• Drive continuous improvement in FP&A processes, tools, and technologies.

• Bachelor’s degree in Finance, Accounting, Economics, or a related field (MBA or CPA preferred).

• 7+ years of experience in financial planning & analysis, with at least 3+ years in a managerial role.

• Strong financial modeling and analytical skills.

• Expertise in budgeting, forecasting, and financial reporting.

• Advanced proficiency in Excel (e.g. Big Data Management, Essbase - SmartView), financial software (e.g., NetSuite), and ERP systems (e.g., SAP, Oracle).

• Strong leadership, communication, and stakeholder management skills.

• Ability to work in a fast-paced environment and manage multiple priorities.

• Experience in Insurance

• Strong understanding of data visualization tools (e.g., Power BI, Tableau).

• Proven track record of influencing business decisions through financial insights.

Equal Employment Opportunity

At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.

TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: 
 World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World’s property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World’s Human Resources Talent Department.